Wealthspire Advisors (New York)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8M	Buy	123,167 +926	+0.8%	+$84.2K	0.09%	109
2025 Q4	$10.9M	Sell	122,241 -960	-0.8%	-$85.6K	0.09%	111
2025 Q3	$11M	Sell	123,201 -2,490	-2%	-$216K	0.06%	109
2025 Q2	$10.5M	Sell	125,691 -2,102	-2%	-$167K	0.06%	109
2025 Q1	$10.2M	Sell	127,793 -11,686	-8%	-$957K	0.06%	111
2024 Q4	$11.3M	Sell	139,479 -1	-0%	-$84	0.11%	92
2024 Q3	$11.6M	Buy	139,480 +7,571	+6%	+$606K	0.12%	89
2024 Q2	$10.3M	Sell	131,909 -39,699	-23%	-$3M	0.13%	74
2024 Q1	$13.1M	Sell	171,608 -5,698	-3%	-$416K	0.17%	60
2023 Q4	$12.5M	Sell	177,306 -4,880	-3%	-$322K	0.18%	59
2023 Q3	$11.6M	Sell	182,186 -4,566	-2%	-$303K	0.19%	57
2023 Q2	$12.4M	Sell	186,752 -7,422	-4%	-$471K	0.2%	58
2023 Q1	$12.1M	Sell	194,174 -11,069	-5%	-$680K	0.21%	59
2022 Q4	$12.4M	Sell	205,243 -2,400	-1%	-$143K	0.23%	58
2022 Q3	$11.2M	Sell	207,643 -2,887	-1%	-$171K	0.23%	60
2022 Q2	$12.1M	Sell	210,530 -135	-0.1%	-$8.18K	0.25%	54
2022 Q1	$13.4M	Sell	210,665 -1,100	-0.5%	-$69.4K	0.3%	38
2021 Q4	$13.9M	Buy	211,765 +40,570	+24%	+$2.55M	0.31%	38
2021 Q3	$10.1M	Sell	171,195 -16,550	-9%	-$1.01M	0.21%	58
2021 Q2	$11.2M	Sell	187,745 -2,920	-2%	-$173K	0.29%	42
2021 Q1	$10.9M	Sell	190,665 -4,700	-2%	-$258K	0.26%	47
2020 Q4	$10.5M	Buy	195,365 +17,710	+10%	+$917K	0.31%	44
2020 Q3	$8.81M	Sell	177,655 -263	-0.1%	-$12.8K	0.52%	27
2020 Q2	$8.09M	Sell	177,918 -3,280	-2%	-$142K	0.56%	29
2020 Q1	$7.05M	Buy	181,198 +176,873	+4,090%	+$8.04M	0.3%	51
2019 Q4	$210K	Buy	+4,325	New	+$202K	0.02%	197

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s DGRW Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.76% in Q1 2026, buying an estimated $84.2K and bringing the position to 123,167 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #109.

Wealthspire Advisors (New York) first reported a position in DGRW in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.9M in Q4 2021. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Wealthspire Advisors (New York) held 123,167 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.8M as of Q1 2026.
Wealthspire Advisors (New York) bought 926 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $84.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #109 holding.
Wealthspire Advisors (New York) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.9M in Q4 2021.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.